VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,911,796 | -6.9% | 45,142 | -1.6% | 1.64% | -9.0% |
| Q2 2023 | $6,346,937 | +9.4% | 45,866 | +6.0% | 1.80% | -3.8% |
| Q1 2023 | $5,802,013 | -2.3% | 43,276 | -1.5% | 1.87% | -13.3% |
| Q4 2022 | $5,941,499 | +14.0% | 43,933 | +2.7% | 2.16% | +3.6% |
| Q3 2022 | $5,210,000 | -4.6% | 42,787 | +1.5% | 2.08% | -4.7% |
| Q2 2022 | $5,459,000 | -14.2% | 42,147 | -0.9% | 2.18% | +5.5% |
| Q1 2022 | $6,364,000 | +1.1% | 42,517 | +1.6% | 2.07% | +6.0% |
| Q4 2021 | $6,293,000 | +9.3% | 41,864 | +1.5% | 1.96% | -4.0% |
| Q3 2021 | $5,757,000 | +0.6% | 41,239 | +1.3% | 2.04% | -3.8% |
| Q2 2021 | $5,720,000 | +2.6% | 40,713 | -1.5% | 2.12% | -2.7% |
| Q1 2021 | $5,575,000 | +45.6% | 41,335 | +28.4% | 2.18% | +17.8% |
| Q4 2020 | $3,830,000 | +118.0% | 32,194 | +85.8% | 1.85% | +120.0% |
| Q3 2020 | $1,757,000 | +11.1% | 17,331 | +4.9% | 0.84% | +4.1% |
| Q2 2020 | $1,581,000 | +92.6% | 16,520 | +63.5% | 0.81% | +30.4% |
| Q1 2020 | $821,000 | -18.1% | 10,101 | +20.2% | 0.62% | +0.7% |
| Q4 2019 | $1,002,000 | +167.9% | 8,404 | +154.1% | 0.61% | +148.6% |
| Q3 2019 | $374,000 | -3.1% | 3,307 | -4.7% | 0.25% | -6.4% |
| Q2 2019 | $386,000 | +3.2% | 3,471 | 0.0% | 0.26% | -3.3% |
| Q1 2019 | $374,000 | – | 3,471 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 540,505 | $61,077,000 | 8.76% |
| Dougherty Wealth Advisers LLC | 19,972 | $2,257,000 | 7.42% |
| FORTE CAPITAL LLC /ADV | 188,633 | $21,316,000 | 6.59% |
| Money Design Co.,Ltd. | 269,870 | $30,495,000 | 6.41% |
| BHK Investment Advisors, LLC | 97,225 | $10,986,000 | 6.34% |
| Summit Financial, LLC | 319,281 | $34,749,323,000 | 5.89% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 73,856 | $8,346,000 | 4.83% |
| Capital Advantage, Inc. | 121,914 | $13,776,000 | 4.77% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 81,204 | $9,176,000 | 4.39% |